Retirement Benefits Group

The Retirement Benefits Group (RBG) is a division of Equitable Advisors and Equitable; and we are dedicated to providing financial services for employees in public schools and non-profit organizations.

Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

How We Help

Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future.

These include:

Fee-Based Financial Planning
Retirement Planning
401(k) and other Company Sponsored Plans
403(b) Plans
529 Plans

Meet our financial professionals

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

CALIFORNIA TEAM | HAWAII TEAM

California Team

In the state of California, Equitable is a partner with ACSA and CASBO. We partner with these organizations to bring top advice to our state’s educators about their retirement benefits and financial wellness.

As a firm, our team's focus is in the education and enrollment of 403(b) and 457(b) plans for K-12 and Higher Education employees both locally as well as nationally.

Our goal is to provide an elite level of service to our clients while helping them achieve their lifelong goals and aspirations. We value a one-on-one approach when engaging with our clientele so that we may provide a custom-designed strategy engineered specifically for each individual and household.

Retirement Benefits Group

The Retirement Benefits Group (RBG) is a division of Equitable Advisors and Equitable; and we are dedicated to providing financial services for employees in public schools and non-profit organizations.

How We Help

Meet our financial professionals

California Team

Hawaii Team